Anic Equity¶
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Total return since start: 0.698 %¶
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Equity now: -----------------------------> 51856.06 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48657.0 Kr¶
PnL: ---------------------------------------> -430.57 Kr¶
DD now: ---------------------------------> -0.17 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 14:43:36.447374'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.260000 | 3380.400000 | 200.400000 | 6.300000 | 3180.000006 |
| HMS Networks | 2 | 4.370000 | 812.400000 | 139.400000 | 20.710000 | 673.000000 |
| Nordea Bank Abp | 29 | 1.080000 | 3569.900000 | 115.900000 | 3.360000 | 3453.999992 |
| SAAB B | 8 | 1.690000 | 3474.400000 | 97.400000 | 2.880000 | 3377.000000 |
| HEBA B | 70 | 1.830000 | 2723.000000 | 87.000000 | 3.300000 | 2636.000010 |
| Fasadgruppen Group | 38 | 0.910000 | 4202.800000 | 61.800000 | 1.490000 | 4140.999992 |
| Swedbank A | 3 | 2.450000 | 615.900000 | 51.900000 | 9.200000 | 564.000000 |
| Resurs Holding | 22 | 1.220000 | 618.860000 | 44.860000 | 7.820000 | 573.999998 |
| MedCap | 2 | -0.860000 | 459.000000 | 38.000000 | 9.030000 | 421.000000 |
| AcadeMedia | 12 | 0.410000 | 593.760000 | 36.760000 | 6.600000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.840000 | 390.700000 | 35.700000 | 10.060000 | 355.000000 |
| Norva24 Group | 16 | -0.440000 | 573.440000 | 30.440000 | 5.610000 | 543.000000 |
| OEM International B | 7 | 2.190000 | 554.400000 | 26.400000 | 5.000000 | 527.999997 |
| Intrum | 4 | 2.220000 | 551.400000 | 24.400000 | 4.630000 | 527.000000 |
| Securitas B | 6 | 2.340000 | 585.420000 | 15.420000 | 2.710000 | 570.000000 |
| Eastnine | 4 | 1.120000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Boozt | 12 | 2.060000 | 1664.400000 | 10.400000 | 0.630000 | 1653.999996 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Coor Service Management Hold. | 8 | 1.270000 | 540.800000 | 8.800000 | 1.650000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.490000 | 248.400000 | 2.400000 | 0.980000 | 246.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | 0.280000 | 545.750000 | -0.250000 | -0.050000 | 546.000000 |
| Corem Property Group B | 59 | 2.300000 | 576.730000 | -0.270000 | -0.050000 | 576.999999 |
| Karnov Group | 9 | -0.830000 | 535.500000 | -0.500000 | -0.090000 | 536.000004 |
| Midsona B | 63 | 0.880000 | 580.230000 | -2.770000 | -0.480000 | 582.999984 |
| Sampo Oyj SDB | 7 | 0.550000 | 3843.000000 | -7.000000 | -0.180000 | 3850.000000 |
| CTEK | 13 | 1.460000 | 507.130000 | -26.870000 | -5.030000 | 533.999999 |
| International Petroleum Corp. | 5 | 0.270000 | 564.000000 | -30.570000 | -5.140000 | 594.565215 |
| Essity B | 2 | -1.360000 | 538.000000 | -36.000000 | -6.270000 | 574.000000 |
| Vivesto | 1368 | -0.100000 | 560.330000 | -52.670000 | -8.590000 | 612.999432 |
| Essity A | 4 | -1.470000 | 1076.000000 | -73.000000 | -6.350000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.260000 | 2964.600000 | -119.400000 | -3.870000 | 3083.999994 |
| OX2 | 22 | 4.600000 | 1851.300000 | -137.700000 | -6.920000 | 1989.000002 |
| Axfood | 15 | -3.200000 | 3904.500000 | -395.500000 | -9.200000 | 4300.000005 |
| Ovzon | 64 | -0.190000 | 3392.000000 | -604.000000 | -15.120000 | 3996.000000 |
| TOTAL | 48656.100000 | -431.470000 | -0.17176% | 49087.564636 |
Updated:¶
'2023-02-01 14:43:12.484713'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
